Private Client Adviser

6 days ago

Devon, United Kingdom Search Consultancy Full time

Private Client Adviser with a well established Wealth Management company in Devon.

Competitive salary with excellent benefits

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**Main Purpose of the Role**:
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- To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to lump sum investments, pensions and protection, tax efficiency

**Duties and Responsibilities**:

- Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
- Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- Collate the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
- Collate the relevant information to be able to assess the client's attitude to risk
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- To ensure that all relevant information is recorded on client files

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For further information please do get in contact.

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